Category Archives: Loans

3 Ways To Improve Service

Service is one of the cornerstones of an organization’s success. If your service levels stink, you’re not going to grow. Here are 3 ways to improve your company’s service levels. Continue reading

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Posted in Branding, Building Relationships, Business Development, Business Process Improvement, Change, Coaching, Collaboration, Credit Unions, Cross-Selling, Culture, Customer Service, Decisions, Employee Development, Experiences, Gen X, Gen Y, Human Resources, Innovation, Inspiration, Leadership, Leadership Development, Lending, Loans, Management, Marketing, Millennial, Motivation, Performance, Productivity, Service, Strategic Planning, Training, Value, WIFM, WIIFM | Leave a comment

3 Ways To Build Relationships With Consumers (ONBOARDING)

Organizations need 3 things to survive: new business, repeat business, and referral business. In today’s post, we’re going to discuss repeat business. How do you get consumers to come back to you after that first purchase? The secret lies in what is necessary to build relationships with people. Continue reading

Posted in Accountability, Branding, Building Relationships, Business Development, Business Process Improvement, Change, Coaching, Collaboration, Credit Unions, Cross-Selling, Culture, Digital Marketing, Experiences, Gen X, Gen Y, Global Network, Human Resources, Innovation, Inspiration, Leadership, Leadership Development, Lending, Loans, Management, Marketing, Millennial, Motivation, Networking, Performance, Productivity, Strategic Planning, Training, Trust, Value, WIFM, WIIFM | Leave a comment

4 Surefire Ways to SUCK at Goal-Setting

You’re probably sick of hearing about how to do this properly. I don’t blame you. I’m tired of it too. So for this post, we’re going to talk about how to SUCK at setting goals. Continue reading

Posted in Accountability, Building Relationships, Business Development, Change, Collaboration, Conflict, Credit Unions, Cross-Selling, Decisions, Digital Marketing, Employees, Gen X, Gen Y, Global Network, Goal-setting, goals, Human Resources, Innovation, Inspiration, Leadership, Loans, Management, Marketing, Motivation, Networking, Performance, Productivity, Strategic Planning, Succession Planning, Training | Leave a comment

Sneak Preview of My New Book

Hello everyone!  In this post, I wanted to give you a sneak preview of my new book that is due out a little later this year. What follows is the Introduction  section.  I hope you enjoy it and will be … Continue reading

Posted in Building Relationships, Business Development, Change, Collaboration, Conflict, Decisions, Employees, Gen X, Gen Y, Human Resources, Innovation, Leadership, Lending, Loans, Management, Marketing, Networking, Performance, Strategic Planning, Succession Planning, Training | Leave a comment

Irish Credit Unions: Top O’ The Mind

I recently had the great pleasure of traveling to Dublin, Ireland to meet with representatives from the Irish League of Credit Unions.  This trip was the first in what I hope will be a series of international jaunts to nations … Continue reading

Posted in Building Relationships, Business Development, Change, Community Charters, Credit Unions, Digital Marketing, Global Network, Innovation, Leadership, Lending, Loans, Marketing, Performance, Strategic Planning, Training | 1 Comment

Relationship-Marketing Through Bundles – Introducing a Tool to Help Credit Unions

A few weeks back, I wrote a couple of posts that focused on the importance of getting your credit union’s members to make your CU their Primary Financial Institution (PFI.)  Of course, in order to do that, they have to … Continue reading

Posted in Building Relationships, Business Development, Credit Unions, Cross-Selling, Loans, Management, Marketing | 1 Comment

7 Things That I am REALLY Getting Tired of Hearing…..

No intro to this post – I’m just going to jump right in…. –      “That won’t resonate with our credit union’s members” – how can you possibly know that without trying it first?  I hear this all the time about … Continue reading

Posted in Building Relationships, Business Development, Change, Credit Unions, Cross-Selling, Gen X, Gen Y, Global Network, Leadership, Loans, Management, Marketing, Strategic Planning, Training | 16 Comments